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PENNX vs VSCPX
PENNX vs VSCPX Comparison
Open Charts PENNX vs VSCPX
Royce Small-Cap Fund Invmt
Price$8.66
Change-$0.17 (-1.93%)
VolumeN/A
Net Assets1.67B
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
PENNX vs VSCPX Comparison Chart
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PENNX vs. VSCPX commentary
Jun 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PENNX is a Hold and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. PENNX (1.67B). VSCPX pays higher dividends than PENNX: VSCPX (1.50) vs PENNX (0.59). PENNX was incepted earlier than VSCPX: PENNX (53 years) vs VSCPX (15 years). PENNX (0.93) is less costly to investors than VSCPX (0.03). PENNX is a more actively managed with annual turnover of: 37.00 vs. VSCPX (13.00). PENNX has a lower initial minimum investment than VSCPX: PENNX (2000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 6.95 vs. PENNX (-9.13). VSCPX return over 5 years is better than : 66.08 vs. PENNX (11.12).
| PENNX | VSCPX | PENNX / VSCPX | |
| Total Expense Ratio | 0.93 | 0.03 | 3,100% |
| Annual Report Gross Expense Ratio | 0.93 | 0.03 | 3,100% |
| Fund Existence | 53 years | 15 years | - |
| Gain YTD | -4.097 | -2.792 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 148B | 1% |
| Annual Yield % from dividends | 0.59 | 1.50 | 39% |
| Returns for 1 year | -9.13 | 6.95 | -131% |
| Returns for 3 years | 14.92 | 33.54 | 44% |
| Returns for 5 years | 11.12 | 66.08 | 17% |
| Returns for 10 years | -32.15 | 96.62 | -33% |
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